PENINSULA ASSET MANAGEMENT INC
All 13F Filings
- Location
- Bradenton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 208,912
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 54 | 208,912 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q1 2026 | 5/5/2026 | 53 | 195,828 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q4 2025 | 2/12/2026 | 45 | 194,858 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q3 2025 | 11/12/2025 | 43 | 194,775 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q2 2025 | 8/7/2025 | 45 | 189,417 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q1 2014 | 5/14/2014 | 48 | 122,491 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q4 2013 | 2/6/2014 | 47 | 123,814 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.1 K | 78.1% | 6.441 K | 0 | 6.441 K |
| ETFs | 45.85 K | 21.9% | 6.641 K | 0 | 6.641 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
208,912
Holdings
54
QoQ value change ($000)
13,084
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.